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Showing 2151 - 2160 of 2303 results for "Financial Planner"

Zurich launches phone based underwriting service for planners

Zurich Financial Service is giving financial planners a helping hand with the launch of their tele-underwriting service, a phone-based service that enables advisers to outsource the collection of their client's medical and other personal information ...

FPA launches consumer advice campaign

The Financial Planning Association (FPA) has launched its long awaited consumer campaign aimed at demonstrating the value-add of why consumers should use a financial adviser. The campaign, to be fully integrated across television, print and the internet ...

Catholic super trials partnership with Money Solutions

Industry fund Catholic Superannuation Fund (CSF) is conducting a four-month trial partnership with financial planning services provider Money Solutions to complement the financial advice solutions they already offer to members. Client Services Manager ...

Advisers still misunderstood: FPA

... that those who don't." However, Kelly went onto add that she believes many have a limited understanding of a financial planner's role. "While it is perhaps understandable that investment savvy individual may thing to themselves 'I can do it myself. Why ...

Vanguard's new hire to target DIY super funds

Vanguard Investments Australia's will be focusing on the burgeoning DIY super funds sector with the appointment of a new Retail Products and Technical Services Manager. Michael Houlihan joins the index manager with a brief to focus on the sector which ...

Aust Unity moves Defined Income Trust to Vianova

Australian Unity Investments (AUI) has moved the management of its Defined Income Trust, both wholesale and retail, to its joint partner Vianova Asset Management. AUI set up the boutique manager in February as a specialist in absolute return fixed interest. ...

Financial advice quality is improving: CPA Australia

One third of investors believe the quality of financial advice has improved in recent years, according to a research report detailing consumer attitudes to financial planning that has just been released by CPA Australia. The independent report, which ...

Fidelity releases HR toolkit for advisers

Funds management group Fidelity is set to launch a series of practice management software programs designed to help financial planners run their business more efficiently. The first module of PracticeOne, packaged in an interactive CD-Rom, was launched ...

Equity Financial Services acquires planners but seeks risk advisors

Equity Financial Services Australia has announced it adds three financial planners to its group, bringing 90 million in net wealth and an increase of 30 per cent in clients under management, with hopes to now expand through an association with risk ...

Lonsec offers a premium research service

... to both the investment manager wanting to access data on competing products and industry benchmarks and the financial planner wanting updated information on the developments on the sector and comparative investment returns. The Agribusiness Service will ...